Agency Sales Coordinator

The Agency Coordinator (AC)

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area.

The Agency Coordinator is also responsible for helping in the identification and appointment of new independent agents, supporting them with presentations and setting up their business.

• Generate new customers and sales through field prospecting, referrals, leads, targeted marketing, direct contact, and current Combined policyholders.
• Build customer relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year as an agent and sales standards set by the Agency to remain affiliated.
• Conduct sales presentations consistent with new customer needs and assessment approach.
• Have knowledge of company products.
• Efficiently present company sales materials.
• Effectively demonstrate the company's sales process.
• Service customer service calls or refer to appropriate channel.
• Field train and accompany all assigned independent agents as needed.
• Support new agents to develop a solid understanding and foundation of the sales process.
• Support agents in assignment planning/appointment setting as needed.
• Mentor and coach established agents by conducting field training or accompanying them during sales visits.
• Promptly report any operational issues in setting up a new piece of business.
• Entrepreneurial spirit to build an independent agency.
• Execute the sales system: consistently meet or exceed assigned sales goals.
• Effective communication: professional verbal and written communication skills, affinity to the value of personal brand.
• Goal setting: demonstrate personal initiative and goal orientation.
• Obtaining a Life, Accident and Health license is required prior to appointment.

• Mid-Senior level

• Contract

• Sales and Business Development
• Insurance